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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2429 檔
18.8%
As reported in its official Q1 2026 Form 13F filing, MassMutual Private Wealth & Trust, FSB's tracked investment portfolio stood at $3.9B with 2429 total positions.
In Q1 2026, MassMutual Private Wealth & Trust, FSB adopted a defensive or profit-taking posture, trimming 119 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 2429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.68% | +0.08% | -5.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.17% | -2.18% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.02% | -0.29% | -1.32% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.21% | -0.81% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.71% | +0.10% | -0.63% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | +0.12% | -2.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.20% | -5.83% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | +0.16% | -3.12% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | +0.26% | -0.82% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.73% | +0.22% | -5.12% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.61% | -0.43% | -1.98% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.61% | -0.07% | +6.89% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.08% | -0.51% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.42% | +0.11% | -3.29% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.30% | +0.01% | -3.33% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.06% | -5.41% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.07% | -0.86% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | -0.21% | -5.78% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | +0.06% | -1.34% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.15% | -0.13% | -7.91% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.43% | -2.28% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | -0.18% | -1.47% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | — | +0.77% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.06% | +1.89% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.07% | -1.98% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.96% | +0.03% | -1.88% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | +0.08% | +2.55% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | +0.08% | -0.51% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.93% | +0.24% | -11.31% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.90% | +0.19% | -0.11% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.05% | -2.57% | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.85% | -0.03% | -2.85% | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | -0.04% | +0.98% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | -0.06% | -0.80% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.19% | -9.88% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.10% | -0.58% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.76% | +0.30% | +34.92% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.03% | -0.77% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.15% | +8.04% | |
| 40 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.70% | -0.07% | -4.82% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.69% | -0.02% | -0.63% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.68% | -0.01% | +4.64% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.14% | +14.26% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.14% | +2.89% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.62% | -0.08% | +0.84% | |
| 46 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.60% | -0.14% | -5.13% | |
| 47 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.58% | -0.01% | -3.87% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | +0.03% | +2.17% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.56% | +0.08% | -1.34% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.53% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.5% | -1.98% | Trim |
| 2 | SCHO | Schwab Short-term US Treas | +0.2% | +34.92% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.2% | +6.89% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -9.88% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.2% | -5.41% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.63% | Trim |
| 7 | VZ | Verizon Communications Inc | +0.2% | +2.89% | Add |
| 8 | PEP | Pepsico Inc | +0.2% | +14.26% | Add |
| 9 | DOW | Dow Inc | +0.2% | +77.23% | Add |
| 10 | NEE | Nextera Energy Inc | +0.1% | -0.58% | Trim |
| 11 | VO | Vanguard Mid-cap ETF | +0.1% | -1.32% | Trim |
| 12 | CAT | Caterpillar Inc | +0.1% | -11.31% | Trim |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +47.15% | Add |
| 14 | WMT | Walmart Inc | +0.1% | -5.78% | Trim |
| 15 | COST | Costco Wholesale CORP | +0.1% | +5.13% | Add |
| 16 | COP | Conocophillips | +0.1% | +9.58% | Add |
| 17 | CSL | Carlisle Cos Inc | +0.1% | +23.66% | Add |
| 18 | LHX | L3harris Technologies Inc | +0.1% | -5.13% | Trim |
| 19 | VLO | Valero Energy CORP | +0.1% | -1.42% | Trim |
| 20 | HON | Honeywell International Inc | +0.1% | -2.47% | Trim |
| 21 | ETN | Eaton Corporation plc | +0.1% | +1.41% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -3.78% | Trim |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.55% | Add |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +1.89% | Add |
| 25 | NOC | Northrop Grumman CORP | +0.1% | -1.78% | Trim |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.51% | Trim |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -7.05% | Trim |
| 28 | MSI | Motorola Solutions Inc | +0.1% | +17.50% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.17% | Add |
| 30 | DFAS | Dimensional US Small Cap ETF | +0.1% | -3.29% | Trim |
| 31 | CB | Chubb Limited | +0.1% | -2.85% | Trim |
| 32 | ADI | Analog Devices Inc | +0.1% | +302.85% | Add |
| 33 | TGT | Target CORP | +0.1% | +95.05% | Add |
| 34 | NFLX | Netflix Inc | +0.1% | +63.35% | Add |
| 35 | ON | On Semiconductor | +0.1% | +1155.22% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -2.28% | Trim |
| 37 | AVEM | Avantis Emerging Markets Eq | +0.1% | -1.34% | Trim |
| 38 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -3.33% | Trim |
| 39 | CMI | Cummins Inc | 0% | +27.60% | Add |
| 40 | ZTS | Zoetis Inc | 0% | +44.21% | Add |
| 41 | UNP | Union Pacific CORP | 0% | +0.64% | Add |
| 42 | VGSH | Vanguard Short-term Treasury | 0% | -0.80% | Trim |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2.30% | Add |
| 44 | RTX | Rtx CORP | 0% | -7.91% | Trim |
| 45 | VDE | Vanguard Energy ETF | 0% | -3.74% | Trim |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +11535.00% | Add |
| 47 | SBUX | Starbucks CORP | 0% | +18.15% | Add |
| 48 | HSY | Hershey Co/the | 0% | +418.62% | Add |
| 49 | SCHD | Schwab US Dvd Equity ETF | 0% | +26.89% | Add |
| 50 | AMT | American Tower CORP | 0% | +31.58% | Add |
According to official SEC Form 13F filings, MassMutual Private Wealth & Trust, FSB reported a total U.S. public equity portfolio value of $3.9B across 2429 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, VO) accounted for 18.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
EFIV
市值: $2.4M
Top Position Liquidated / Trimmed
IBMT
前期市值: $568.6K
During Q1 2026, MassMutual Private Wealth & Trust, FSB's top holdings by market value included NVDA (4.7%)、AAPL (4.6%)、VO (4.0%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q1 2026, MassMutual Private Wealth & Trust, FSB made 200 total portfolio adjustments, initiating 8 new buys, adding to 67 positions, trimming 119 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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